$SMR — dispatch coverage
18 public MyJunto dispatches mentioning $SMR, newest first.
Analyst stance
5 tracked analysts4 bullish1 bearish
- @optionsmike+48.7%bearish
- @leopoldatracker-44.9%bullish
- @derekquick1-57.1%bullish
- @reddogt3-46.0%bullish
- @__con_-44.9%bullish
Dispatches
- US-Japan-Korea SMR Deployment Deal Locks Indo-Pacific Capex—Manufacturing Moats Amplify as Fuel Demand AcceleratesJul 9, 2026Uranium/nuclear
- Advanced Reactor Supply Chain Consolidation—$OKLO's Engineering Blitz Signals the Real Squeeze Is Manufacturing, Not MinersJun 30, 2026Uranium/nuclear
- Fast Reactor Tech + SMR Execution Pipeline Now the Narrative Floor—Uranium Spot Still Stalled at $84Jun 29, 2026Uranium/nuclear
- Valar's Second Criticality + Warsh Easing Flip the Uranium Bid—But Iran 2027 Entry Still Caps the Squeeze WindowJun 19, 2026Uranium/nuclear
- Antares Microreactor Criticality Breaks the Permitting Deadlock—Fuel Supply Chain Now the Sole Binding ConstraintJun 5, 2026Uranium/nuclear
- Three Mile Island FERC Approval Unleashes Nuclear-to-Uranium Squeeze — Enrichment Capacity Bottleneck Now CriticalJun 4, 2026Uranium/nuclear
- Nuclear Fuel Supply Crunch + Grid Acceleration = Uranium Squeeze FormingJun 3, 2026Uranium/nuclear
- AI's Nuclear Pivot Unlocks Uranium Squeeze—Colombia Election Signals LatAm Macro TailJun 2, 2026Uranium/nuclear
- Nuclear Renaissance Thesis Holding—Uranium Fundamentals Locked, Equities Testing ConvictionMay 29, 2026Uranium/nuclear
- Nuclear Logistics & Plutonium Fuel Are the Actionable Play—Not Just Reactor HypeMay 28, 2026Uranium/nuclear
- Nuclear & Uranium Squeeze Building as Predictable Demand Model Meets Thin FloatMay 27, 2026Uranium/nuclear
- Nuclear & Uranium Equities Squeeze Higher as Demand Predictability Creates Structural ArbitrageMay 26, 2026Uranium/nuclear
- AI's Energy Crisis Is Forcing a Uranium Squeeze Nobody's Priced YetMay 20, 2026Uranium/nuclear
- AI's 1000x Power Demand Unlocks Uranium Supply Crisis—Phase 3 Just StartedMay 19, 2026Uranium/nuclear
- $94M SMR Funding + Uranium Supply Shock = Nuclear Supercycle Moving from Thesis to ExecutionMay 15, 2026Uranium/nuclear
- Nuclear Launch Pad Live + Cameco Supply Crunch Still Driving Uranium Squeeze ThesisMay 14, 2026Uranium/nuclear
- Cameco Bridge Collapse Tightens Uranium Squeeze—McArthur River Offline, Supply Crisis Narrative Just Got RealMay 13, 2026Uranium/nuclear
- Uranium Squeeze Narrative Solidifies as AI Baseload Demand Collides With 85M-lb Structural DeficitMay 8, 2026Uranium/nuclear